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smpa01
Super User
Super User

Running total Issue

I am trying to create a running total using WINDOW function and I am not sure if I am overcomplicating but this is the only I can get it to work.

//my base data is this

| Year | Val |
|------|-----|
| 2020 | 100 |
| 2021 | 200 |
| 2022 | 300 |
| 2023 | 400 |

//I need a calculated table with running total
| Year | Val | rnt  |
|------|-----|------|
| 2020 | 100 | 100  |
| 2021 | 200 | 300  |
| 2022 | 300 | 600  |
| 2023 | 400 | 1000 |

 

I am writing a table expression like this which is doing the job. The rank is calculated to determine the correct TO parameter of WINDOW. Is there an easier way?

 

Table = 
ADDCOLUMNS (
    tbl,
    "rnt",
        VAR toVal =
            RANKX (
                WINDOW ( 1, ABS, -1, ABS, SUMMARIZE ( tbl, tbl[Year] ), ORDERBY ( tbl[Year] ) ),
                tbl[Year],
                ,
                DESC
            )
        VAR rnt =
            CALCULATE (
                SUM ( tbl[Val] ),
                ALL ( tbl ),
                WINDOW ( 1, ABS, toVal * -1, ABS, , ORDERBY ( tbl[Year], ASC ) )
            )
        RETURN
            rnt
)

 

@AlexisOlson @CNENFRNL @jeffrey_wang 

 

Thank you in advance

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1 ACCEPTED SOLUTION
jeffrey_wang
Power BI Team
Power BI Team

Here is a simpler solution

 

Table2 = ADDCOLUMNS(tbl, "rnt", CALCULATE(SUM('tbl'[Val]), WINDOW(1, ABS, 0, REL, ALL(tbl[Year])), ALL(tbl)))
 
The key is to use ALL(tbl) to remove the filter on the [Val] column that's converted from row context to filter context by CALCULATE.

View solution in original post

1 REPLY 1
jeffrey_wang
Power BI Team
Power BI Team

Here is a simpler solution

 

Table2 = ADDCOLUMNS(tbl, "rnt", CALCULATE(SUM('tbl'[Val]), WINDOW(1, ABS, 0, REL, ALL(tbl[Year])), ALL(tbl)))
 
The key is to use ALL(tbl) to remove the filter on the [Val] column that's converted from row context to filter context by CALCULATE.

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